See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,121 | $91,538-23.4% | $129,995-46.1% | $75,163-6.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 41.00% | -631.11%+672.1pp | -137.18%+178.2pp | 160.62%-119.6pp |
| Employer contribution / active EE | $8,995 | $2,845+216.1% | $4,320+108.2% | $2,670+236.9% |
| Participant deferral / active EE | $5,890 | $4,341+35.7% | $5,820+1.2% | $4,125+42.8% |
| Admin fee / account holder | $6 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |